We are live on ! Find out more
GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

22 hedge funds and large institutions have $13.8M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $12.2M → $13.8M (+$1.54M)

8.23% more ownership

Funds ownership: 35.19%43.42% (+8.2%)

5% more funds holding

Funds holding: 2122 (+1)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$2.82M -$1.66M -72,271 -39%
Jane Street
2
Jane Street
New York
$1.67M +$1.31M +56,994 +524%
Bank of America
3
Bank of America
North Carolina
$1.53M -$170K -7,442 -11%
HWP
4
Highline Wealth Partners
California
$1.24M +$162K +7,068 +16%
LPL Financial
5
LPL Financial
California
$1.11M +$440K +19,212 +75%
Osaic Holdings
6
Osaic Holdings
Arizona
$972K -$274K -11,957 -23%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$944K +$157K +6,844 +22%
TWM
8
Tradition Wealth Management
Minnesota
$737K -$26.7K -1,165 -4%
EWM
9
Elmwood Wealth Management
California
$705K +$656K +28,657 New
HighTower Advisors
10
HighTower Advisors
Illinois
$624K -$65.9K -2,878 -10%
CCP
11
Clarity Capital Partners
California
$513K +$478K +20,852 New
KWM
12
Kingsview Wealth Management
Oregon
$501K -$20.1K -876 -4%
GVAG
13
Great Valley Advisor Group
Delaware
$286K -$20.2K -880 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$56K -$1.19K -52 -2%
AA
15
Ancora Advisors
Ohio
$25.7K -$63K -2,750 -72%
Morgan Stanley
16
Morgan Stanley
New York
$19.8K +$8.31K +363 +82%
IGWM
17
ICA Group Wealth Management
Colorado
$19.3K +$18K +785 New
RDFA
18
Ritter Daniher Financial Advisory
Ohio
$9.35K +$4.35K +190 +100%
UBS Group
19
UBS Group
Switzerland
$3.37K +$939 +41 +43%
CIAS
20
Capital Investment Advisory Services
North Carolina
$2.46K
MSG
21
Main Street Group
Virginia
$615 +$573 +25 New
HI
22
Harbour Investments
Wisconsin
$394 -$1.37K -60 -79%
Comerica Bank
23
Comerica Bank
Texas
-$17.7K -753 Closed
GWS
24
Glassman Wealth Services
Virginia
-$14.2K -605 Closed
RIA
25
Realta Investment Advisors
Delaware
-$533 -20 Closed

GXDW Hedge Fund Activity: Q4 2023 in Review

22 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q4 2023, worth a combined $13.8M — up 13% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GXDW positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $1.31M. The largest seller was SFMG Wealth Advisors, cutting an estimated $1.66M.

  • 22 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $13.8M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 4 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q4 2023 was Jane Street, an estimated $1.31M added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q4 2023 was SFMG Wealth Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.